Card sorting and CRE Engine
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Last updated: November 2019
1. Card sorting, and two tools for doing it
We read a huge amount of visitor feedback from our clients’ sites. One of the most common complaints from visitors is that they can’t find what they are looking for. This is a serious problem: these visitors are actually unable to spend money.
Fortunately, there are several straightforward ways of fixing the problem. One of them is to optimize the information architecture of your site. “Card sorting” is a simple technique that allows your users to do this for you.
With card sorting, you write the name of each section of your site onto an index card. You then ask one of your users to arrange the cards into groups that make logical sense. If you do this with several users, you’ll start to notice trends (and new ideas) about how your site’s content should be organized.
The following tools make card sorting easier.
(By the way, we never profit in any way from recommending software.)
OptimalSort: a tool that enables you to carry out card sorting online
OptimalSort is a useful web app that saves you from having to get your users into the same room as you. You create a test in OptimalSort’s interface, then OptimalSort gives you a URL to send to your test participants. The participants, (ideally real users of your site), carry out the tests in their own time, saving you the time and hassle of having to moderate each test.
Once several card-sorting sessions have been carried out, OptimalSort collates the data into several useful reports, like this one:
Treejack: a tool that helps you to test your existing information architecture
The company that created OptimalSort also has another tool, Treejack, which helps you to identify problems with your existing navigation structure.
Treejack allows you to give users tasks, such as
- “You’re looking for the CD The Best of David Hasselhoff. Where would you find it?” (Answer: In the “Music” section.)
- “Your school science project is nearly finished, but you’ve run out of uranium ore. Where would you look?” (Answer: In the “Industrial & Scientific” section.)
- “You’re worried about the outlook for wooden toilet seats in China. Where would you seek reassurance?” (Answer: In the “Books” section.)
Once you’ve given the users their tasks, you then cross your fingers that they’ll click on the right part of your navigation structure. Treejack compiles their responses into reports, like the “pietree report” (shown below), which helps you to visualize problems with your navigation structure.
To discover more great tools for understanding your visitors, see this article.
2. Announcing CRE Engine: the easiest-ever way to grow your conversion rate
For most of our clients, we provide finished copy and designs, which they then code and implement themselves.
However, some clients have asked us to code and implement the tests too. So over the past 12 months, we have developed a framework of technologies that enables us to do all the work of a project, while keeping you in control. We call it CRE Engine. CRE Engine allows us to do all the research, copywriting, design, coding and QA—and then, once the new version of each page is ready, you simply give us approval for the split-test to go live.
The entire project needn’t take more than 30 minutes of your IT department’s time.
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